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The Point
Quick, actionable insights for investors
Australian Equities
Crispin Murray: What’s driving the ASX this week?
Investors should be watching four macro issues at the moment, says Pendal’s head of equities Crispin Murray.
- US inflation trends and the impact of tariffs: “There is nothing in the current inflation data to derail a September rate cut,” says Crispin. Tariff revenues are beginning to flow through “and we are now in the key phase of assessing the impact on inflation”.
- US economic growth momentum: “Data suggests the industrial side of the economy is struggling but consumers are holding up okay.” Look to Fed chair Jay Powell’s Jackson Hole speech on Friday and payrolls on Sep 4.
- Chinese policy initiatives: Expect a softer second half for China, which may mean more incremental stimulus measures.
- Australian economic growth momentum: The Australian economic outlook looks reasonable but a tight labour market will encourage the RBA to remain measured.
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Jim Taylor: What’s driving the ASX this week?
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Jim Taylor: What’s driving the ASX this week?
Anthony Moran: What’s driving Aussie equities this week?
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Anthony Moran: What’s driving Aussie equities this week?
Pendal: What’s driving Aussie equities this week?
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Pendal: What’s driving Aussie equities this week?
Pendal profile: Portfolio manager Brenton Saunders on the mid-cap ‘sweet spot’ in Australian shares
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Pendal profile: Portfolio manager Brenton Saunders on the mid-cap ‘sweet spot’ in Australian shares
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams.
Pendal profile: Meet Australian equities analyst and portfolio manager Elise McKay
Pendal profile: Meet our trusted Australian equities team
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Pendal profile: Meet our trusted Australian equities team
Pendal profile: Meet our head of equities Crispin Murray
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Pendal profile: Meet our head of equities Crispin Murray
Pendal profile: Meet our small-cap portfolio managers Lewis Edgley and Patrick Teodorowski
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Pendal profile: Meet our small-cap portfolio managers Lewis Edgley and Patrick Teodorowski
So far in 2025, the ASX Small Ordinaries Index has outperformed the ASX 200.
That dosen’t surprise Pendal’s small-cap PMs Lewis Edgley and Patrick Teodorowski, who expect smalls to bounce back as rates fall.
“We’ve seen in previous cycles when rates have started to be cut, that it tends to act as a positive catalyst for small caps,” says Patrick in a new Pendal video.
Patrick points to three diversification factors that experienced small-cap managers can use to their advantage:
1. The “sheer number of investable opportunities”, through which the team searches for mispriced opportunities
2. Wide sectoral breadth, which offers “money-making opportunities regardless of what the economy is doing”
3. And diversity of quality, which demands expertise and experience in finding the best businesses and avoiding the bad ones.
Watch the video here
Jim Taylor: What’s driving the ASX this week?
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Jim Taylor: What’s driving the ASX this week?
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
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